Fortis Financial Group is a Registered Investment Advisor. We strive to partner with like-minded individuals and families to simplify and organize their financial lives. Our backgrounds provide unique insights to our clients as we work together to build their wealth over market cycles.

We consider ourselves your "financial quarterback." If we aren't experts in one specific area we have relationships with professionals who are and who we work closely with to offer a streamlined and wholistic service. We provide a broad range of customized financial services including:

Asset management

Retirement planning

Tax planning

Debt reduction planning

Monthly cash flow planning and budgeting

Estate planning

Life insurance

Disability insurance

Long-term Care insurance

We use top of the line technology to help our clients budget, plan and prepare for the future. See a sample of our client portal below:

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Fortis Capital Management LLC (“Fortis”) DBA Fortis Financial Group is registered as an investment adviser in Washington, California and Texas. Numerous Fortis clients reside in other states in which Fortis is exempt from registration. Fortis will not provide investment advice for compensation or affect transactions in securities in any state in which it is not registered or exempt from registration.